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Established in 2000, First Quartile brings together investment experts, marketing specialists and creative talents who combine their respective knowledge and experience to provide clients with an effective agency that is a true expert in the investment sector. It is this combination of skills and experience that sets us apart from many other agencies. Our business model addresses many of the key issues clients have previously encountered in their agency relationships – namely a lack of in-depth investment knowledge, being continuously let down through missed deadlines, getting things wrong and a lack of cost transparency. We provide a selection of marketing and communication services which include strategic positioning, creative communications, digital communications, investment writing and investment reporting. Our clients are predominantly significant players in the asset management world. In addition to asset managers, we work with companies where investment is an important part of their business, including life assurance companies, property investment companies and private banks. Our investment focus encompasses all asset classes, from equities and fixed income to real estate and alternative assets. We are experienced in targeting all investor types, including institutional, HNW, discretionary, intermediary and direct retail.

First Quartile Questions

The First Quartile annual revenue was $6 million in 2026.

Caroline Haley is the Director of First Quartile.

3 people are employed at First Quartile.

The NAICS codes for First Quartile are [52, 52229, 5222, 522298, 522].

The SIC codes for First Quartile are [615, 61].

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